• Beneficiaries: Integrated majors (Exxon, Chevron, Shell), low-cost E&Ps (EOG, COP, OXY), refiners (MPC, VLO), and midstream/MLPs (OKE, EPD).
• Hardest hit: Airlines, cruise lines, shipping, trucking/logistics, and fuel-intensive chemicals; consumer discretionary and high-duration growth stocks also face pressure via inflation and rates.
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Great article.
Well said